Crane Advisory Llc
- Regulatory AUM
- $935M
- Discretionary
- $736M
- Clients
- 468
- Avg AUM / client
- $2.0M
- Accounts
- 1,048
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 219 | $133M | 14.3% |
| High net worth individuals | 248 | $603M | 64.5% |
| Pension and profit sharing plans | 1 | $199M | 21.3% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crane, Monsie, C. | Trustee | Nov 1988 (38y) | ≈ 12.5% – 37.5% via Crane Family Trust Dtd 11/25/1988 | |
| Donald Bradford Crane | Trustee | CFP | Nov 1988 (38y) | ≈ 12.5% – 37.5% via Crane Family Trust Dtd 11/25/1988 |
| Donald Scott Crane | Managing Member, Chief Compliance Officer, And Chief Operating Officer | CFP CFA | Jun 2021 (5y) | 10% – 25% |
| Todd Michael Crane | Managing Member, Chief Executive Officer, And Chief Investment Officer | CFP CFA | Jun 2021 (5y) | 10% – 25% |
| Crane, Alex, Joseph | Managing Member | Mar 2022 (4y) | 10% – 25% | |
| Crane, Jeff, Allen | Managing Member | Mar 2022 (4y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crane Family Trust Dtd 11/25/1988 | Member | Jul 2021 | A | 25% – 50% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crane, Monsie, C.: 50% – 75% of Crane Family Trust Dtd 11/25/1988 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Donald Bradford Crane: 50% – 75% of Crane Family Trust Dtd 11/25/1988 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $736M (79% of AUM) Feb 2026
- Capital Group $199M (21% of AUM) Feb 2026
- American Funds Distributors, Inc. $138M (21% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗